Stacey Spencer, QKC, QKA
Manager, Employee Benefit Services
Office: 317-260-4421
Practice Areas:
- Employee Benefits
Education: Holmes Community College
Stacey has been working in the employee benefits administration field for over 20 years. Stacey is recognized as a technical expert and a highly analytical thinker by peers. She is a guest speaker and has authored articles on employee benefit topics. Most recently, her work was published in WorkSpan, a periodical for human resource managers.
- Background and Education
- Graduated with a Liberal Arts degree from Holmes Community College, Ridgeland, MS in 1987
- Titles and Responsibilities
- Administration of both traditional and daily-balanced defined contribution plans, concentrating on 401(k) plans
- Plan design and preparation of plan documents including:
- Amendments and restatements
- Calculation of annual contributions
- Benefit calculations
- Financial reconciliation of plan assets
- Compliance testing mandated by Internal Revenue Code
- Preparation of Internal Revenue Service annual information returns
- Stays current on employee benefit issues and changes through annual technical meetings and seminars sponsored by ASPPA and other experts in the field
- Outside the Office
- Member of the American Society of Pension Professionals Actuaries (ASPPA)
- Achieved their designation of Qualified 401(k) Administrator
- Continuing her professional education through ASPPA to achieve additional credentials
- Active in various non-profit and civic activities
- Volunteer Court Appointed Special Advocate through Child Advocates
- Investigates the cases of abused and neglected children and provides written reports and recommendations
- Volunteer Court Appointed Special Advocate through Child Advocates
- Member of the American Society of Pension Professionals Actuaries (ASPPA)
